Export, Scheduled Exports and Import
Export entries
- Go to FormGlut › Entries.
- Filter the list by one form. The Export button works per form.
- Click Export and choose XLSX (Excel), CSV or JSON.
The file has every entry of that form. To export only the entries shown by your filters, use the free Export CSV button.
Scheduled exports
Email a form’s entries automatically every day, week or month, for example to your accountant or sales team.
- Go to Global Settings › Scheduled exports.
- Click Add scheduled export.
- Set:
| Setting | What it does |
|---|---|
| Form | The form to export. |
| Format | Excel, CSV or JSON. |
| How often | Daily, Weekly or Monthly. |
| Entries | New since the last export or All entries. |
| Email to | One or more addresses. |
| On | Turns the schedule on or off. |
- Click Save. Use Send now (save first) to test it. The list shows when each export was Last sent.
Import entries
Bring entries in from a CSV or Excel (.xlsx) file, for example from a spreadsheet or another system.
- Go to Global Settings › Import entries.
- Choose the form to Import into….
- Choose the File: CSV or Excel with a header row.
- Match each Column of the file to a form field. The screen shows an Example value from the file. Choose — Skip — for columns you don’t need, or map a column to Entry date or Entry status.
- Click Import.
Notifications and integrations are not run for imported entries.
